July 18, 20240Comments

The Trump Trade No One Is Talking About

The Trump Trade that no one else is talking about sees the market losing the liquidity boost that’s driven it up so much the last several years.

by David Trainer, Founder & CEO

August 12, 20220Comments

ICYMI: 3 New Zombie Stocks, How The Fed Creates Zombie Stocks, Why Wayfair Can Fall 90%, Model Portfolio Performance Through 2Q22 & Model Portfolio Updates

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

August 12, 20220Comments

Fed Policy Is Creating Zombie Stocks – CNBC

We joined CNBC’s Power Lunch to discuss how the Federal Reserve is fueling speculative investing and more.

by Kyle Guske II, Senior Investment Analyst, MBA

March 30, 20220Comments

Enduring Value Companies in Turbulent Markets – Nucleus 195 TV

Why strong fundamentals from the likes of O’Reilly Automotive, Royal Bank of Canada, Domino’s Pizza, and Shell provide investors solid performance even in difficult times.

by Kyle Guske II, Senior Investment Analyst, MBA

September 10, 20210Comments

Economic Policy & Tapering Talk: Fox Business

We joined Fox Business to discuss the Fed and which stocks to buy.

by Alex Sword

May 13, 20210Comments

What to Buy & Sell in the Current Market – Fox Business

We joined Liz Claman on Fox Business Network on Wednesday, May 12 to discuss stocks to buy & sell.

by Kyle Guske II, Senior Investment Analyst, MBA

January 31, 20190Comments

The Fed Is Still Irrelevant: Low Interest Rates Are the New Normal

We believe Jerome Powell's announcement that the Fed is not planning to raise rates in the immediate future validates the key points we made over two years ago.

by Sam McBride

June 14, 20170Comments

The Fed Can’t Wish Inflation Into Existence

Even with inflation running below target, the Fed chose to raise interest rates again. The Fed’s influence is overstated, but it’s still troubling that major policymakers are acting on such an outdated view of the economy.

by Sam McBride

March 15, 20170Comments

Fed Watching Can Be A Costly Distraction

Investors agonizing over the Fed should focus their efforts elsewhere. Instead of guessing where interest rates will go, read some of the thousands of annual 10-K reports that have come out in the past month.

by Sam McBride

December 16, 20160Comments

2016 In Review, Looking Ahead to Next Year

As 2016 comes to an end, we’d like to highlight some of New Constructs’ many accomplishments for this year. We’ve helped our partners and clients avoid stock blow-ups, find long ideas that soar and leverage Model Portfolios that outperform across the board.

by Kyle Guske II, Senior Investment Analyst, MBA

December 14, 20160Comments

The Fed Is Chasing Trump’s Tail

As we’ve argued in the past, the Fed is irrelevant. The market has already driven interest rates up in response to Trump’s election and a more positive economic outlook.

by Sam McBride

November 3, 20160Comments

The Low Rate Era: Why The Fed’s Decision Is No Surprise

The Fed needs to acknowledge that it’s no longer in the driver’s seat and stop with the vague hints about “normalizing” monetary policy. Low interest rates are the new normal, and there’s nothing the Fed can do about that fact.

by Sam McBride

October 6, 20160Comments

Podcast: Why The Fed Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: The Fed

by Kyle Guske II, Senior Investment Analyst, MBA

October 5, 20161Comments

Ignore Clinton And Trump: The Fed Is A Sideshow

Endlessly debating the actions of the Fed, either by political candidates or financial talking heads, has become a sideshow that distracts from the real workings of the economy and the stock market.

by Sam McBride

October 3, 20160Comments

The Latest Danger Zone Pick & New Model Portfolios

Learn more about this week's Danger Zone and upcoming updates to October's Model Portfolios

by Kyle Guske II, Senior Investment Analyst, MBA

September 26, 20162Comments

The Fed Is Irrelevant: Low Interest Rates Are the New Normal

It’s time to consider a new paradigm for interest rates – a paradigm where treasury rates remain ultra low and riskier investments are priced by a decentralized market instead of a central bank.

by Sam McBride

September 22, 20163Comments

How The Internet Economy Killed Inflation

The internet economy may be in the early stages of transforming our daily lives, but it’s already wreaking havoc on economic policy. As mentioned at the top of this piece, the Fed cannot manage to hit its 2% inflation target no matter how hard it tries, so maybe it should stop trying.

by Sam McBride

January 30, 20140Comments

Our Outlook For Stocks in 2014

The bull market received a bit of a scare last week as the S&P 500 fell almost 3%, the biggest single week loss since 2012. The market seems to have

by David Trainer, Founder & CEO

May 21, 20131Comments

Why I’m Bullish And We Are Not In a Bubble

I believe the US economy is undergoing a restructuring where we, as a society, are becoming radically more productive. I think that we are entering a new economic paradigm of productivity in both our corporate and labor markets. In this new paradigm, we achieve enough gains in productivity to offset the inflationary forces of QE.

by David Trainer, Founder & CEO

August 23, 201113Comments

The Fed’s Bazooka: Revealed As Final Policy Firepower in Jackson Hole

No more Mr. Nice Guy. It is time for Mr. Bernanke to break out the big guns in Jackson Hole this Friday.

by David Trainer, Founder & CEO

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